Your care does not have to become her life.!

Rod Giles (flickr)

Six Steps to Legacy Planning for the Generations

Estate planning doesn’t have to feel intimidating or impersonal. In this practical class, you’ll learn how generational planning helps individuals share more than money — your wishes, stories, and values — so the next generation has clarity and direction. You’ll see what happens when a legacy isn’t planned, how to plan for sudden incapacity, and how to successfully transfer both tangible and intangible wealth. You’ll leave with a simple six-step process and a clear next step you can take immediately. You don’t need to be wealthy to benefit; you need to be clear. Whether you’re 45 or 75, this framework helps you align paperwork, people, and purpose.

Securities offered through Parkland Securities, LLC, member FINRA/SIPC. Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Business and Family Advisors, LLC is independent of Parkland Securities, LLC and SPC.

Rolf White

Instructor

Rolf is the owner of Business and Family Advisors LLC in Burnsville and has been in business for 16 years. His focus areas are financial planning, retirement, social security, tax planning, Medicare, Group Benefits and 401(k) plans. In 2016, he earned his Accredited Investment Fiduciary® (AIF®) and continues to maintain it and be in good standing. Rolf holds a bachelor’s degree in Entrepreneurship and Marketing from the University of St. Thomas and has been teaching in the surrounding community ed school areas for over 12 years.

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